Social Security and WINDEX: EDU #2048

December 2, 2020

Social Security and WINDEX: EDU #2048

Chris sits down to discuss the important and often confusing Social Security topic of the widow’s indexed primary insurance amount (WINDEX). https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E48.mp3 Podcast: Play in new window | Download (Duration: 38:27 — 17.6MB) Subscribe:...

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Thanksgiving Break: QA

November 28, 2020

Thanksgiving Break: QA

Chris provides a brief update on Thanksgiving break and when we’ll be back to regularly scheduled programming. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-QA-Y20E48T.mp3 Podcast: Play in new window | Download (Duration: 2:22 — 1.1MB) Subscribe:...

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Thanksgiving Break: EDU

November 25, 2020

Thanksgiving Break: EDU

Chris provides a brief update about the upcoming Thanksgiving break and when we’ll be back to regularly scheduled programming. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E47T.mp3 Podcast: Play in new window | Download (Duration: 1:55 — 900.0KB) Subscribe:...

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Social Security, Rollover Options, and IRA Conversions: Q&A #2047

November 21, 2020

Social Security, Rollover Options, and IRA Conversions: Q&A #2047

Jim and Chris discuss listeners’ questions relating to Social Security, Rollover Options, and IRA conversions. (2:00) George from Chicago asks a question about when the overall best time to claim Social Security is. (10:50) A listener from North Carolina asks for advice on taking a lump sum buyout from his employer and rolling it into his 401k or IRA to avoid tax implications. (23:00) A...

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Coronavirus Related Distributions (CRDs) Part 1: EDU #2046

November 18, 2020

Coronavirus Related Distributions (CRDs) Part 1: EDU #2046

Jim and Chris begin to clarify the details on coronavirus related distributions (CRDs) and the tax implications surrounding them in this first part of the CRD focused EDU show. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E46.mp3 Podcast: Play in new window | Download (Duration: 58:49 — 26.9MB) Subscribe:...

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